Remote Benefits Advisor — Warm Leads, Training & Growth Path

Lever, Inc.; Chesapeake (VA); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to handle warm leads with structured days and coaching during ramp. This role emphasizes timely follow-up, professional video presence, quick tool adoption, and client respect, with no office required and leadership opportunities for top performers.

You will engage warm leads and follow established processes from a remote base in the United States, contributing to a positive client experience.

Qualifications

• Ability to manage warm leads with a consultative approach.
• Strong written and verbal communication.
• Comfort presenting professionally on video calls.

Responsibilities

• Engage warm leads with structured daily routines.
• Provide coaching while ramping and maintain consistency in follow-up.

Skills

Warm-lead management

Video presence

Fast learning

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional to handle warm leads with structured days and coaching during ramp. This role emphasizes timely follow-up, professional video presence, quick tool adoption, and client respect, with no office required and leadership opportunities for top performers.

You will engage warm leads and follow established processes from a remote base in the United States, contributing to a positive client experience.